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iShares Blockchain and Tech ETF

21 hedge funds and large institutions have $12.9M invested in iShares Blockchain and Tech ETF in 2024 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 5 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

11% more funds holding

Funds holding: 1921 (+2)

2% more capital invested

Capital invested by funds: $12.7M → $12.9M (+$196K)

12.53% less ownership

Funds ownership: 48.29%35.76% (-13%)

20% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 5

Holders
21
Holders Change
+2
Holders Change %
+10.53%
% of All Funds
0.28%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
4
Reduced
5
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FWM
1
Foguth Wealth Management
Michigan
$5.5M -$924K -25,163 -15%
SAW
2
Signal Advisors Wealth
Michigan
$4.04M -$1.71M -46,675 -28%
Osaic Holdings
3
Osaic Holdings
Arizona
$1.07M -$39.4K -1,074 -3%
WWA
4
WCG Wealth Advisors
Nevada
$529K +$12.7K +346 +2%
SS
5
Sunbelt Securities
Texas
$479K +$506K +13,790 New
BW
6
Bison Wealth
Georgia
$452K
Jane Street
7
Jane Street
New York
$364K -$432K -11,753 -52%
WFA
8
WMG Financial Advisors
Tennessee
$208K -$38.8K -1,057 -15%
UBS Group
9
UBS Group
Switzerland
$170K +$175K +4,755 +2,095%
A
10
Allianz
Germany
$56.3K +$3.45K +94 +6%
CIBC Private Wealth Group
11
CIBC Private Wealth Group
Georgia
$12.1K
HWA
12
HHM Wealth Advisors
Tennessee
$9.16K
AIM
13
Anchor Investment Management
South Carolina
$8.55K
SIS
14
Strategic Investment Solutions
Illinois
$8.09K +$10.2K +277 New
SC
15
Stephens Consulting
Michigan
$6.26K
JP Morgan Chase
16
JP Morgan Chase
New York
$4.09K +$4.37K +119 New
Carson Wealth (CWM LLC)
17
Carson Wealth (CWM LLC)
Nebraska
$4K
Simplex Trading
18
Simplex Trading
Illinois
$3K +$2.57K +70 +233%
BCMLT
19
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.54K
NP
20
NorthRock Partners
Minnesota
$208 +$220 +6 New
HWM
21
HighMark Wealth Management
Minnesota
$137
BRWA
22
B. Riley Wealth Advisors
Florida
-$311K -10,721 Closed
Morgan Stanley
23
Morgan Stanley
New York
-$30 -1 Closed

IBLC Hedge Fund Activity: Q4 2024 in Review

21 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in iShares Blockchain and Tech ETF (IBLC) for Q4 2024, worth a combined $12.9M — up 1.5% from $12.7M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new IBLC positions and 2 closed out — a net gain of 2 holders — while 4 added to existing stakes and 5 trimmed.

The largest buyer was Sunbelt Securities, opening a new position worth an estimated $506K. The largest seller was Signal Advisors Wealth, cutting an estimated $1.71M.

  • 21 institutional investors held iShares Blockchain and Tech ETF (IBLC) as of Q4 2024, up from 19 in Q3 2024.
  • Funds reported $12.9M of iShares Blockchain and Tech ETF stock for Q4 2024, up 1.5% quarter-over-quarter.
  • 4 funds opened new iShares Blockchain and Tech ETF positions in Q4 2024 and 2 closed out, a net change of +2 holders.
  • The largest iShares Blockchain and Tech ETF buyer in Q4 2024 was Sunbelt Securities, an estimated $506K added.
  • The largest iShares Blockchain and Tech ETF seller in Q4 2024 was Signal Advisors Wealth, an estimated $1.71M sold.

Based on aggregated 13F filings for Q4 2024.